Portfolio of CarloTom on eToro

CarloTom

🇮🇹 ETF Investor.

16 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

-0.63%

This Month

+5.95%

Year To Date

+51.93%

2 Years

+53.76%

5 Years

+130.54%

10 Years

+16.4%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
45.56%
🧩 Miscellaneous
28.46%
💵 Cash
10.04%
💰 Finance
9.16%
🪙 Cryptocurrencies
5.36%
🛍️ Retail Trade
2.34%
💼 Commercial Services
1.08%
🖥️ Technology Services
1.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
61.66%
🇺🇸 Nasdaq
19.68%
🌍 Digital Currency
5.36%
🇺🇸 Chicago Board Options Exchange
5.26%
🇭🇰 Hong Kong Exchanges
1.03%

Countries Breakdown

Country
Total

🇺🇸 United States
29.54%
🇨🇳 China
3.37%

Dividends

Dividend Yield

0.04%

3 out of 15 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $0700.HK (0.9%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BABA	0.02%	0.79%	$0.98
0700.HK	0.01%	0.9%	$3.4
MCO	0.01%	0.82%	$3.24

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 7.1/10

Beta

0.48

0.8

1.2

Sharpe Ratio

1.01

0.5

Sortino Ratio

1.94

Jensen's Alpha

5.89

-2

Omega Ratio

0.94

1.5

2.5

Treynor Ratio

2.09

0.75

1.25

Information Ratio

-0.09

-1

0.3

0.6

Calmar Ratio

0.61

0.3

0.6

Beta

0.48

0.8

1.2

Sharpe Ratio

1.01

0.5

Sortino Ratio

1.94

Jensen's Alpha

5.89

-2

Omega Ratio

0.94

1.5

2.5

Treynor Ratio

2.09

0.75

1.25

Information Ratio

-0.09

-1

0.3

0.6

Calmar Ratio

0.61

0.3

0.6

Portfolio Valuation

Based on current positions

P/E Ratio

19.14

High:

MCO

34.44

Low:

03690.HK

-199.42

Details

PEG Ratio

72.28

High:

MCO

161.18

Low:

BABA

35.01

Details

Price/Book

2.71

High:

MCO

20.63

Low:

BABA

2.06

Details

Price/Sales

3.32

High:

MCO

10.91

Low:

03690.HK

1.18

Details

21.83

High:

03690.HK

64.39

Low:

0700.HK

Details

Price/FCF

52.11

High:

BABA

1,196.17

Low:

0700.HK

24.53

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-24.88%	May 2021	May 2024	36
-3.34%	Sep 2020	Nov 2020	2
-1.06%	Dec 2024	Jan 2025	1
-0.79%	Nov 2025	Jan 2026	2
-0.63%	Mar 2026	-	1
-0.49%	Mar 2021	Apr 2021	1

Monthly Performance

Portfolio of CarloTom on eToro

CarloTom

🇮🇹 ETF Investor.

16 copiers.

Copy Trading does not amount to investment advice. Your investments value may go up or down. Your capital is at risk.

Summary

-0.63%

This Month

+5.95%

Year To Date

+51.93%

2 Years

+53.76%

5 Years

+130.54%

10 Years

+16.4%

Annualized

Diversification

Sectors Breakdown

Sector
Total

📊 ETFs
45.56%
🧩 Miscellaneous
28.46%
💵 Cash
10.04%
💰 Finance
9.16%
🪙 Cryptocurrencies
5.36%
🛍️ Retail Trade
2.34%
💼 Commercial Services
1.08%
🖥️ Technology Services
1.03%

Exchanges Breakdown

Exchange
Total

🇺🇸 NYSE
61.66%
🇺🇸 Nasdaq
19.68%
🌍 Digital Currency
5.36%
🇺🇸 Chicago Board Options Exchange
5.26%
🇭🇰 Hong Kong Exchanges
1.03%

Countries Breakdown

Country
Total

🇺🇸 United States
29.54%
🇨🇳 China
3.37%

Dividends

Dividend Yield

0.04%

3 out of 15 instruments pay dividend.

0 dividend payments in the next 30 days.

Highest Dividend: $0700.HK (0.9%)

Dividend Yield Breakdown

Instrument	Portfolio Yield	Company Yield	Per Share
BABA	0.02%	0.79%	$0.98
0700.HK	0.01%	0.9%	$3.4
MCO	0.01%	0.82%	$3.24

Next Dividends

Stock	Type	Date	Pay Per Share

Performance Metrics

Score 7.1/10

Beta

0.48

0.8

1.2

Sharpe Ratio

1.01

0.5

Sortino Ratio

1.94

Jensen's Alpha

5.89

-2

Omega Ratio

0.94

1.5

2.5

Treynor Ratio

2.09

0.75

1.25

Information Ratio

-0.09

-1

0.3

0.6

Calmar Ratio

0.61

0.3

0.6

Beta

0.48

0.8

1.2

Sharpe Ratio

1.01

0.5

Sortino Ratio

1.94

Jensen's Alpha

5.89

-2

Omega Ratio

0.94

1.5

2.5

Treynor Ratio

2.09

0.75

1.25

Information Ratio

-0.09

-1

0.3

0.6

Calmar Ratio

64.39

Low:

0700.HK

Details

Price/FCF

52.11

High:

BABA

1,196.17

Low:

0700.HK

24.53

Details

P/E Ratio

19.14

High:

MCO

34.44

Low:

03690.HK

-199.42

Details

PEG Ratio

72.28

High:

MCO

161.18

Low:

BABA

35.01

Details

Price/Book

2.71

High:

MCO

20.63

Low:

BABA

2.06

Details

Price/Sales

3.32

High:

MCO

10.91

Low:

03690.HK

1.18

Details

Price/CF

21.83

High:

03690.HK

64.39

Low:

0700.HK

Details

Price/FCF

52.11

High:

BABA

1,196.17

Low:

0700.HK

24.53

Details

Drawdowns

Worst Drawdowns

Depth	Start	End	Total months
-24.88%	May 2021	May 2024	36
-3.34%	Sep 2020	Nov 2020	2
-1.06%	Dec 2024	Jan 2025	1
-0.79%	Nov 2025	Jan 2026	2
-0.63%	Mar 2026	-	1
-0.49%	Mar 2021	Apr 2021	1